RFA
Reilly Financial Advisors’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $76K | Sell |
7,023
-1,431,480
| -100% | -$15.5M | 0.01% | 330 |
|
|
2021
Q3 | $16.1M | Buy |
1,438,503
+68,286
| +5% | +$765K | 1.37% | 27 |
|
|
2021
Q2 | $17.2M | Buy |
1,370,217
+36,409
| +3% | +$458K | 1.39% | 25 |
|
|
2021
Q1 | $17.6M | Buy |
+1,333,808
| New | +$17.6M | 1.55% | 22 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$6K | – | 999 |
|
|
2018
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 734 |
|
|
2017
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 717 |
|
|
2017
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 720 |
|
|
2017
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 713 |
|
|
2017
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 673 |
|
|
2016
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $7K | Sell |
1,000
-460
| -32% | -$3.22K | ﹤0.01% | 585 |
|
|
2016
Q2 | $11K | Buy |
+1,460
| New | +$11K | ﹤0.01% | 485 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 962 |
|
|
2015
Q4 | – | Sell |
-1,160
| Closed | -$11K | – | 987 |
|
|
2015
Q3 | $11K | Buy |
1,160
+160
| +16% | +$1.52K | ﹤0.01% | 753 |
|
|
2015
Q2 | $10K | Sell |
1,000
-388
| -28% | -$3.88K | ﹤0.01% | 859 |
|
|
2015
Q1 | $17K | Hold |
1,388
| – | – | ﹤0.01% | 706 |
|
|
2014
Q4 | $17K | Hold |
1,388
| – | – | ﹤0.01% | 422 |
|
|
2014
Q3 | $17K | Sell |
1,388
-1,000
| -42% | -$12.2K | ﹤0.01% | 424 |
|
|
2014
Q2 | $29K | Hold |
2,388
| – | – | 0.01% | 339 |
|
|
2014
Q1 | $32K | Buy |
+2,388
| New | +$32K | 0.01% | 346 |
|